Sanmina Corporation (SANM) Fair Value 2026

SANM · Electronic Components ·

By CirclFi Research Team · Data from SEC EDGAR, FRED & GDELT

Quality Score

8.5 /10

32 fundamental signals · 11 models active

Value Trap Risk

SAFE (6/100)

Quick Summary — As of 2026-08-27, Sanmina Corporation (SANM) trades at $203.35, versus a $120.82 median fair value across its 11 active models — 40.6% below the current price. QOC: 8.5/10. Value Trap Risk: 6/100 (SAFE). 11/13 models active. Within that set, the Bayesian DCF component alone returns $62.17.

Key Facts

Ticker
SANM
Price
$203.35
Quality Score
8.5/10
Value Trap Risk
6/100
Models Active
11/13
Last Updated
Strength: First Chicago suggests +33.1% upside with 59% confidence
Risk: Majority of models suggest overvaluation

Is Sanmina Corporation (SANM) Undervalued or Overvalued in 2026?

According to CirclFi’s 11-model valuation engine, Sanmina Corporation (SANM) appears overvalued as of : the median of 11 independent fair value estimates is $120.82, 40.6% below the current price of $203.35. Estimates range from $31.06 to $563.55. SANM scores 8.5/10 on fundamental quality and 6/100 on value-trap risk.

For context, the median US equity CirclFi rates trades at an implied -23.7% versus its own 13-model consensus, across 3,801 rated companies as of 2026-08-27. SANM’s -40.6% gap is wider than that market norm, and the Electronic Components sector median is -58.7%. Full market index →

This verdict compares price to intrinsic value only — it is not a buy or sell rating. For the decision case (bull vs bear arguments, risk factors, peers), read Should You Buy Sanmina Corporation Stock in 2026? →

What Fair Value Does Each Model Give SANM?

11 Intrinsic Value Models vs. Current Price ($203.35)

Core Models (Unlocked)
Model Fair Value Upside
Intrinsic · High Conviction
 $62.17 -69.4%
Intrinsic · High Conviction
 $31.06 -84.7%
Ensemble · Low Conviction
 $120.82 -40.6%
Scenario · High Conviction
 $270.56 +33.1%
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What Is SANM's Fair Value Range?

Spread across 11 independent models · $31.06 to $563.55

CirclFi's 11 active models place Sanmina Corporation (SANM) between $31.06 and $563.55 per share, a spread of 441% of the median. The median of that range — $120.82 — is the fair value CirclFi publishes for SANM, against a current price of $203.35.

Low · EPVHigh · Regime Cross
$31.06median $120.82$563.55
Where the range comes from
Most bearish modelEarnings Power Value (EPV)$31.06
Most bullish modelRegime Cross-Sectional$563.55
Model agreement3 bullish · 7 bearishwide

A band this wide is itself the finding. When independent methods land far apart, they are reading a business whose value depends heavily on which lens you apply — volatile earnings, heavy reinvestment, or an asset base that cash-flow and asset-based methods score differently. That disagreement is information: it says the choice of method matters more than usual for SANM. Treat the median as one reading among several and compare the individual models below before acting.

Every figure above is one model's standalone output on SANM, not a CirclFi price target. How each model works →

What Is Sanmina Corporation (SANM) Worth in 2026?

According to the CirclFi Deep Alpha Valuation Engine, the balance of valuation evidence tilts cautious on Sanmina Corporation at its current price of $203.35. The median intrinsic value is estimated at $120.82 (-40.6% vs price), with 7 models flagging overvaluation risk. The most optimistic model, Regime Cross, places fair value at $563.55 (+177.1%), while EPV — the most conservative — estimates $31.06 (-84.7%). This +261.9% gap reflects genuine analytical uncertainty about Sanmina Corporation's intrinsic worth.

What Do the Models Say About SANM?

11 of 13 models are currently active for SANM. Of these, 3 models suggest upside while 8 models suggest overvaluation. Taken together, their median fair value for SANM is $120.82 — the figure CirclFi publishes as this stock's fair value. One component of that median, the Bayesian DCF, returns $62.17 on its own, implying -69.4% downside from the current price. See which stocks rank higher →

How Does SANM Rank in Electronic Components?

Among 46 Electronic Components stocks, SANM ranks #11 by Quality of Company score. CirclFi's QOC score of 8.5/10 evaluates 32 fundamental signals. A score of 8.5 places SANM in the top tier.

Sanmina Corporation operates in a competitive landscape where fundamental quality metrics are key differentiators for long-term value creation.

Is SANM a Value Trap?

CirclFi's Value Trap algorithm assigns SANM a score of 6/100 (SAFE). This indicates minimal risk. Fundamentals are healthy. The score cross-references apparent undervaluation against fundamental deterioration signals. Browse lowest value-trap stocks →

Multi-Model Methodology

11 of 13 models are active for Sanmina Corporation. Broad coverage provides high confidence. Each model applies a fundamentally different valuation philosophy. See the complete methodology →

According to the CirclFi Quality of Company (QOC) framework, which evaluates 32 signals including margin stability, revenue growth trajectory, leverage, and free cash flow generation, Sanmina Corporation is rated at 8.5/10. This strong-tier score demonstrates strong fundamentals across the majority of our quality signals.

The gap between the most bullish and bearish model spans +261.9% — demonstrating why single-model analysis is dangerous. Browse all stocks with 13-model coverage →

Data Sources & Confidence

Every SANM valuation is built from SEC EDGAR XBRL filings — 700+ standardized financial tags. Macroeconomic context from FRED calibrates discount rates, while GDELT news sentiment feeds into our Sentiment SOTP model. All pipelines run daily. Read the complete data methodology →

Across SANM's 11 active models, average confidence is 48%. Lower confidence may reflect limited history or high volatility.

CirclFi's output is a research starting point, not a buy/sell signal. All data updates daily. Read the full methodology →

This analysis is produced by the CirclFi Valuation Engine using quantitative models applied to SEC EDGAR filings, public market feeds, and FRED macroeconomic indicators. It is not financial advice.

Read the full investment analysis: Should You Buy Sanmina Corporation Stock in 2026? →

Bull case, bear case, risk factors & peer comparison — updated daily

Which Similar Electronic Components Stocks Should You Also Analyze?

11 related Electronic Components stocks with 13-model coverage

FNFabrinetQOC 8.6FLEXFlex Ltd.QOC 8.5TELTE Connectivity plcQOC 8.7LYTSLSI Industries Inc.QOC 8.5OSISOSI Systems, Inc.QOC 8.8PLXSPlexus Corp.QOC 8.5LFUSLittelfuse, Inc.QOC 7.6FSTJFirst America Resources CorporationQOC 6.5GAUZGauzy Ltd.QOC 2.3CLSCelestica Inc.QOC 9.4APHAmphenol CorporationQOC 9.3

Read investment analysis: FN · FLEX · TEL · LYTS · OSIS · PLXS · LFUS · FSTJ · GAUZ · CLS · APH

Which Other Stocks Have a Similar Quality Score to SANM?

7 companies across all industries closest to SANM’s Quality of Company score of 8.5/10.

VCVisteon CorporationQOC 8.5MLABMesa Laboratories, Inc.QOC 8.5AVNWAviat Networks, Inc.QOC 8.5GNTXGentex CorporationQOC 8.5AATCAutoscope Technologies CorporationQOC 8.5TTEKTetra Tech, Inc.QOC 8.5NVDANVIDIA CorporationQOC 10.0

Read investment analysis: VC · MLAB · AVNW · GNTX · AATC · TTEK · NVDA

What Else Do Investors Ask About Sanmina Corporation’s Valuation?

What is Sanmina Corporation's intrinsic value in 2026?

CirclFi puts Sanmina Corporation (SANM)'s intrinsic value at $120.82 — the median of 11 independent model estimates as of 2026-08-27, ranging from $31.06 to $563.55. One component of that median, the Bayesian DCF, runs 10,000 Monte Carlo simulations with jump-diffusion and returns $62.17 on its own. The Quality of Company score is 8.5/10 across 32 fundamental signals. All models use SEC EDGAR filings updated daily. See our methodology page for how each model works.

Is SANM overvalued or undervalued right now?

At $203.35, 3 of 11 active models suggest SANM may be undervalued, while 8 indicate potential overvaluation. The median of all 11 fair value estimates is $120.82, 40.6% below the current price of $203.35 — a consensus view that SANM is overvalued. The assessment depends on which methodology best fits Sanmina Corporation's business model in Electronic Components.

What does a Quality of Company score of 8.5 mean for SANM?

Sanmina Corporation's QOC of 8.5/10 reflects 32 fundamental signals: profitability margins, revenue growth consistency, balance sheet leverage, free cash flow generation, and capital allocation efficiency. Scores above 7 indicate strong fundamentals and disciplined management.

How many valuation models does CirclFi run on SANM?

CirclFi analyzes SANM with 13 institutional-grade models daily: Bayesian DCF (Monte Carlo + jump-diffusion), EPV (Greenwald zero-growth), EROIC Spread (McKinsey reinvestment), First Chicago (3-scenario), Markov DDM (regime-switching), ML-RIV (machine learning residual income), Dynamic NAV (asset-based), PWERM (option-theoretic), Regime Cross-Sectional (relative), Sentiment SOTP (hybrid), CUCE Ensemble (meta-model), FTNN Topology (neural network), and RCMH-DCF (conditional regime). Currently 11 of 13 are active for this stock. Read the full methodology →

Which valuation models are most bullish and most bearish on SANM?

Of the 11 models currently active on SANM, Regime Cross-Sectional is the most bullish at $563.55 per share, and Earnings Power Value (EPV) is the most bearish at $31.06. CirclFi's published fair value for SANM is the median of that range, $120.82, not either extreme. The gap between the two ends equals 441% of the median — a wide spread, meaning the methods genuinely disagree and the median should carry less weight. Browse stocks by value-trap risk →

Is SANM a value trap in 2026?

Sanmina Corporation's Value Trap score is 6/100 (SAFE). This low score indicates the current valuation is not artificially depressed by fundamental deterioration, suggesting genuine opportunity rather than a trap.

Cite this analysis — “According to CirclFi’s 11-model valuation engine, Sanmina Corporation (SANM) has a median fair value of $120.82 — 40.6% below the current price of $203.35 — as of 2026-08-27.” Source: circlfi.com/stock/SANM/ · Methodology
Primary sources for this SANM valuation
  • Financial statements: Sanmina Corporation 10-K and 10-Q filings on SEC EDGAR (CIK 0000897723) — 700+ standardized XBRL tags, published by the U.S. Securities and Exchange Commission.
  • Discount-rate inputs: FRED, Federal Reserve Bank of St. Louis — risk-free rates, VIX, yield curve, inflation.
  • News sentiment: The GDELT Project — global media tone, input to the Sentiment SOTP model.
  • Model definitions: CirclFi methodology — the published specification for all 13 models, including the academic sources each one implements.

Market data for SANM as of ; valuations recomputed .

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